Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
KCFA
5276
Key Client Fiduciary Advisors
New Jersey
$188M +$16.9M +10% 194
BWM
5277
Baron Wealth Management
Michigan
$188M +$5.79M +3% 192
VEA
5278
Virtus ETF Advisers
New York
$188M +$30.7M +19% 495
PWIA
5279
Porter White Investment Advisors
Alabama
$188M +$27.6M +17% 31
RCM
5280
Ratan Capital Management
Florida
$188M +$34.9M +23% 61
TA
5281
Tactive Advisors
Florida
$188M +$32.6M +21% 148
PWM
5282
Proathlete Wealth Management
Florida
$188M +$19M +11% 57
GFA
5283
Grunden Financial Advisory
Texas
$188M +$10.1M +6% 26
CWMU
5284
Caliber Wealth Management (Utah)
Utah
$188M +$17.8M +10% 59
MFG
5285
Monumental Financial Group
Maryland
$188M +$20.3M +12% 44
BA
5286
Baugh & Associates
Georgia
$188M +$13.9M +8% 40
EA
5287
Eudaimonia Advisors
Tennessee
$188M +$33.2M +21% 167
EC
5288
Eaton-Cambridge
Arizona
$188M +$22.5M +14% 33
OCM
5289
Orion Capital Management
California
$188M +$17.5M +10% 519
TCMP
5290
Thrive Capital Management (Pennsylvania)
Pennsylvania
$188M +$734K +0.4% 216
RA
5291
Rise Advisors
New York
$188M +$44.7M +31% 1,289
PFA
5292
Pinnacle Family Advisors
Missouri
$188M +$17.5M +10% 115
CFGF
5293
Compass Financial Group (Florida)
Florida
$188M +$9.87M +6% 36
SFA
5294
Seneca Financial Advisors
New York
$188M +$15.2M +9% 60
RA
5295
Ransom Advisory
Rhode Island
$187M 341
RFA
5296
Resurgent Financial Advisors
Georgia
$187M +$24.9M +15% 499
KIG
5297
Kennedy Investment Group
New Jersey
$187M +$8.44M +5% 126
CCA
5298
Cora Capital Advisors
New Jersey
$187M +$17.5M +10% 99
BCM
5299
Bond Capital Management
California
$187M +$30.6M +20% 5
LA
5300
Lindenwold Advisors
Pennsylvania
$187M +$11M +6% 128